High Point Bank & Trust’s WisdomTree US AI Enhanced Value Fund AIVL Stock Holding History

High Point Bank & Trust’s Portfolio AIVL Stock Details AIVL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$19K	Hold	236	–	–	0.01%	300
2016 Q3	$19K	Hold	236	–	–	0.01%	307
2016 Q2	$18K	Hold	236	–	–	﹤0.01%	295
2016 Q1	$18K	Hold	236	–	–	﹤0.01%	302
2015 Q4	$17K	Hold	236	–	–	﹤0.01%	301
2015 Q3	$16K	Hold	236	–	–	﹤0.01%	321
2015 Q2	$17K	Hold	236	–	–	0.01%	308
2015 Q1	$18K	Buy	236 +87	+58%	+$6.63K	0.01%	321
2014 Q4	$11K	Hold	149	–	–	﹤0.01%	346
2014 Q3	$11K	Buy	149 +53	+55%	+$3.9K	﹤0.01%	336
2014 Q2	$7K	Buy	+96	New	+$6.91K	﹤0.01%	361

Other funds holding AIVL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ODCM

Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return

HCP

Holt Capital Partners Fort Worth, Texas $742M AUM 18.42% 1-Year Est. Return

JWM

Jacobus Wealth Management Milwaukee, Wisconsin $382M AUM 16.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

High Point Bank & Trust's AIVL Position: Q4 2016 in Review

High Point Bank & Trust held its WisdomTree US AI Enhanced Value Fund (AIVL) position steady in Q4 2016 at 236 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #300.

High Point Bank & Trust first reported a position in AIVL in Q2 2014 and has held it in 11 quarters since. 126 funds tracked by Wall St. Rank hold AIVL as of Q4 2016.

High Point Bank & Trust held 236 shares of WisdomTree US AI Enhanced Value Fund worth $19K as of Q4 2016.
High Point Bank & Trust left its WisdomTree US AI Enhanced Value Fund share count unchanged in Q4 2016.
WisdomTree US AI Enhanced Value Fund made up 0.01% of High Point Bank & Trust's portfolio in Q4 2016, its #300 holding.
High Point Bank & Trust first reported a position in WisdomTree US AI Enhanced Value Fund in Q2 2014 and has held it in 11 quarters since.
126 funds tracked by Wall St. Rank held WisdomTree US AI Enhanced Value Fund as of Q4 2016.

Based on High Point Bank & Trust's 13F filing for Q4 2016, filed 28 Feb 2017.